Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,946 $368K 0.02% +13 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 4,929 $367K 0.02% -8 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,904 $365K <0.01% -49 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,876 $363K 0.02% -80 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,834 $360K 0.11% +439 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,771 $355K <0.01% -52 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,750 $354K 0.05% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,731 $352K 0.03% -36 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,726 $352K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,700 $350K 0.01% +931 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,679 $350K 0.06% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,697 $350K 0.15% -115 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,693 $350K 0.06% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,658 $347K 0.02% -247 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,657 $347K 0.01% -13 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,655 $347K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,621 $344K -5 Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 4,614 $344K 5.86% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,605 $343K 0.08% new 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 4,601 $343K <0.01% +106 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,562 $341K <0.01% -2,331 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,540 $338K 0.04% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,525 $337K 0.02% -482 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 4,525 $337K 0.26% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,516 $336K 0.14% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,456 $332K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,418 $329K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,362 $325K 0.07% +48 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,326 $322K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,311 $321K 0.01% -3,430 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,296 $320K <0.01% +58 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,250 $317K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,242 $316K 0.02% +3,730 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,230 $315K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,232 $315K 0.01% +28 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,230 $315K 0.11% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,188 $313K 0.01% +672 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,195 $312K 0.02% -175 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,185 $312K 0.04% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,115 $307K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,344 $306K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,100 $305K 0.09% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,096 $305K 0.11% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,087 $304K 0.09% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,035 $301K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,033 $300K <0.01% +387 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,015 $299K 0.29% -315 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,980 $296K <0.01% -86 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,979 $296K <0.01% -1,668 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,972 $296K <0.01% +8 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 3,962 $295K 0.08% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,919 $292K 0.03% -125 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,918 $292K 0.13% -1,650 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,218 $291K 0.02% -433 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,899 $290K 0.07% +101 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,867 $288K 0.12% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,805 $283K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,684 $274K <0.01% -21 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 3,676 $274K 0.06% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,650 $272K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,634 $271K 0.01% 0 13F-HR Timeline Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 3,561 $271K <0.01% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,605 $269K 0.1% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,581 $267K 0.16% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,545 $264K 0.03% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,531 $263K 0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,523 $262K 0.04% +670 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,500 $261K 0.02% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,456 $258K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,506 $257K 0.02% +3,042 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 3,452 $257K 0.12% new 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 3,406 $254K 0.03% -2,343 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,361 $250K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,334 $248K 0.03% -823 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,308 $247K 0.01% -49 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,284 $245K <0.01% -12 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,272 $244K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,275 $244K 0.01% +38 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,234 $241K 0.01% +250 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,231 $241K 0.08% -1,065 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,218 $240K 0.12% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,202 $239K <0.01% -150 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,200 $238K <0.01% -2,568 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,181 $237K <0.01% -553 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,171 $236K 0.03% -2,910 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,233 $235K 0.02% -326 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,142 $234K 0.01% +48 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,131 $233K 0.01% -66 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,112 $232K 0.01% +872 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,104 $231K 0.12% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,100 $231K 0.09% +45 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,085 $230K 0.01% +18 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,074 $229K 0.11% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,068 $229K <0.01% new 13F-HR Timeline Group STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 3,060 $228K 0.09% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,045 $227K 0.14% -250 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,044 $227K 0.02% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,043 $227K 0.01% -113 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,040 $226K 0.1% -15 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,020 $225K 0.13% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,013 $224K 0.01% -881 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,012 $224K 0.01% +296 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,012 $224K 0.03% +37 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,002 $224K 0.07% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,000 $223K 0.09% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,984 $222K 0.05% +100 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,884 $221K 0.06% -4,500 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,954 $220K 0.01% -387 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,949 $220K 0.01% -481 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,930 $218K 0.06% -900 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,949 $217K <0.01% -1,912 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,901 $216K 0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,891 $215K 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,885 $215K <0.01% new 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 2,884 $215K 0.07% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,880 $215K 0.07% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,867 $214K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,860 $213K 0.01% +34 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,838 $211K <0.01% -1 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,813 $210K 0.06% -39 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,810 $209K 0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,809 $209K 0.12% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,840 $209K <0.01% new 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 2,798 $208K 0.12% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,790 $208K 0.15% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,789 $208K 0.01% -151 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,777 $207K <0.01% -47 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,772 $206K <0.01% -288 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,770 $206K 0.02% -360 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,750 $205K 0.09% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,747 $205K <0.01% +118 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,735 $204K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,735 $204K 0.01% -4,065 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,728 $203K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,674 $198K 0.03% -256 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,644 $197K 0.02% -482 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,625 $196K 0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,464 $183K <0.01% +18 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,399 $179K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,379 $177K <0.01% +338 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,317 $173K <0.01% -13 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,305 $172K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $171K 0.03% +1,100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,250 $168K 0.06% +1,125 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,239 $167K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,155 $161K 0.06% +231 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,154 $160K <0.01% +382 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,146 $160K 0.01% -867 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,144 $160K <0.01% -68 13F-HR Timeline MOTCO More: the full row for MOTCO 2,054 $153K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,967 $147K 0.01% +514 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,967 $147K 0.01% -215 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,797 $134K 0.07% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,791 $134K 0.07% -452 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,750 $130K 0.02% -16 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,694 $126K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,647 $123K 0.01% -216 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,570 $119K <0.01% -220 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,563 $116K <0.01% -388 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,535 $114K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,535 $114K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,496 $111K 0.01% -778 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,471 $110K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,443 $107K <0.01% -2,372 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,407 $105K 0.07% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,402 $104K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,401 $104K 0.01% -10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,363 $102K 0.01% -362 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 1,355 $101K 0.5% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,316 $98K <0.01% +9 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,296 $96.5K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,280 $95.3K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $93.1K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,250 $93.1K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,242 $92.5K <0.01% -4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,230 $91.6K 0.07% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,210 $90.1K 0.03% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,206 $90K 0.07% +350 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,199 $89.3K <0.01% +107 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,187 $88.4K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,178 $87.8K 0.03% +139 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,150 $85.7K 0.07% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,134 $84.5K -519 Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,125 $83.8K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,121 $83.5K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,100 $82K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,059 $78.9K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,038 $77.3K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,037 $77.2K <0.01% +14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,010 $75.2K <0.01% -200 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 1,000 $74.5K 0.04% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $74.5K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 935 $70K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 932 $69.4K <0.01% -45 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 874 $65.1K 0.01% +493 13F-HR Timeline CX Institutional More: the full row for CX Institutional 859 $64K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 850 $63.3K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 792 $59K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $55.1K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 720 $53.6K 0.01% 0 13F-HR Timeline